Please Select Your Answers

Section 1 – Marketing

1 – Do the leads and enquiries you generate, online or offline, automatically pass into your Database/CRM? *

Yes

No

2 – If I were to enquire with your business today, would I automatically receive an email, or series of emails, introducing me to you and your business, educating me on how you can help me? *

Yes

No

3 – If we have an appointment scheduled, or you have an offer deadline coming up, could you notify me, or any of your prospects via text message / sms? *

Yes

No

4 – If I asked you to identify your best customers over the last 12 months, could you get a list together in under 3 minutes? *

Yes

No

Section 2 – Finance

5 – If you were to offer scheduled phone calls or meetings, for your best customers, or any new enquiries, could a prospect book this in your diary, or a sales team’s diary, without needing to phone or email your team? *

Yes

No

6 – Once you have raised an invoice for work carried out or services provided, could I pay you for the invoice, online? *

Yes

No

7 – Does your accounting software link to your customer database, ensuring records are up to date in both your Database and Accounting software, without changes needing to be applied in each system manually? *

Yes

No

8 – Do you, or are you able to receive a sales report every day, every week and or every month, without needing to ask anyone for it, or log into the accounts system yourself? *

Yes

No

Section 3 – CRM

9 – Could you easily identify in three individual lists, all your Leads, Prospects and Customers? *

Yes

No

10 – Does your CRM provide you with a clean, simple interface that is easy to use and easy to train staff on? *

Yes

No

11 – Does your CRM/Database system allow you to manage jobs/project and their milestone stages? *

Yes

No

12 – Does your CRM/Database allow you to set up automated notifications or reporting, once a Project / Job changes status or reaches a specific status? *

Yes

No

Section 4 – Operations

13 – Are you able to receive a daily or weekly report updating you on the status of every Job / Project currently Active or any other specified status? *

Yes

No

14 – If you wrote a document and need someone to review it, are you able to notify them and get them to review it, without needing to email it back and forth? *

Yes

No

15 – When your team log into your CRM system, are you able to restrict access based on the User’s access level / department, or the prospect’s or customer’s status? *

Yes

No

16 – How do your staff know who to follow up with next Monday when they get to work? *